Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....
Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2...
ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches....
Financial year losses of limited advice advisers could mean the sector is “dead in the water” going forward after a continuous decline. ...
Two active fund managers have outshone rivals to report double-digit share price growth of more than 40 per cent for FY25, but another has lost more than 50 per cent. ...
Disgraced adviser Joshua Fuoco described himself as the “biggest monkey” at AFSL Group and provided financial advice via WhatsApp, all while being banned for 10 years, co...
Magellan has closed out the financial year with funds under management approaching $40 billion and outlined its estimated performance fees....
Results are out for the latest sitting of the ASIC financial advice exam, with the pass rate falling for the second consecutive sitting....
First Sentier Investors chief executive, Mark Steinberg, is set to depart the asset manager after seven years. ...
Metrics Credit Partners has completed the acquisition of Taurus Finance Group and BC Investment Group as it looks to launch consumer lending arm Navalo....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...